Help clients feel confident and cared for Are you ready to work with a team of WINNERS? Do you enjoy helping people, keeping details organized, and following through until a task is complete? My client is seeking a Client Service Associate to help their financial advisors deliver attentive, dependable service to current and prospective clients. You will prepare meeting materials, coordinate account paperwork, keep client records current, and follow up on requests. Your work will help clients get timely answers and keep our daily operations running smoothly. About My Client They are a close-knit, growing financial planning firm. They help their clients build financial foundations for the lives they want to lead. They value authenticity, thoughtful follow-through, lasting relationships, and making a difference. They take their responsibilities seriously and enjoy working together. Yes, their measure of success includes Return on Happiness for their clients and the team. What you will do

• Respond professionally to client inquiries and coordinate timely follow-up with advisors and custodians.
• Prepare and process account paperwork, reviewing information carefully for accuracy and completeness.
• Track client requests and outstanding documents through completion, keeping the appropriate people informed.
• Prepare materials for advisor meetings and support follow-up afterward.
• Maintain accurate, current information in our customer relationship management system and client records.
• Manage competing priorities, communicate when help is needed, and suggest ways to improve our processes.
• Support additional client service and administrative needs as priorities change. What you bring
• At least one year of administrative, client service, or operations experience.
• Strong organization and attention to detail, with a habit of checking your work.
• Clear written and verbal communication and comfort speaking directly with clients.
• Proficiency with Microsoft Word, Excel, and Outlook, plus a willingness to learn new systems.
• Dependability, sound judgment, a friendly professional manner, and a collaborative approach. Experience in financial services, banking, or insurance is helpful, especially in a registered investment adviser or wealth management firm, but is not required. Compensation and benefits
• Annual salary: $45,000 to $55,000, based on experience.
• Health insurance with 60% of premiums covered by the firm.
• 401(k) plan with a 4% match after one year.
• 20 days of paid time off and 13 paid holidays.
• 16 hours of volunteer time off per year.
• Charitable giving match of $2,000 annually.
• Training and professional development to support your growth.
• $300 every other year for firm-branded clothing.

Opportunity to grow As the firm expands, high performers may have opportunities to move into senior operations or paraplanning roles that support financial plan preparation. How to apply Apply through Indeed with your resume and a brief note explaining your interest in the position and how your experience would help you provide excellent client service. My client is an equal opportunity employer. We welcome applicants from all backgrounds and provide reasonable accommodations during the application process upon request.

Pay:

$45,000.00 - $55,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Volunteer time off

Work Location:

In person